JULIE DARRAH

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CRD#: 2102014

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

JULIE DARRAH, who also goes by Julie Banuelos, Julie Anne Darrah, was a registered financial professional .

JULIE is a previously registered financial professional and started their career in finance in 2001. JULIE had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

Julie joined Wealth Enhancement Group in 2021 through the Vivid Financial Management acquisition. Julie was one of the co-founders of Vivid. She brings almost three decades of financial industry experience to her current role as Wealth Enhancement Group’s Senior Vice President, Financial Advisor. Her qualifications and expertise provide Julie with a unique perspective when helping people navigate through the most complex financial planning situations. Helping to figure out a person’s situation inspires Julie’s enthusiasm for the industry. Her determination to fight for clients give them confidence that Julie and her team can provide the best financial guidance and assistance. When she’s not working, Julie likes spending time outdoors being the best Auntie she can be. She is very involved in her local area of Old Orcutt.

Question & Answer

Are you a "fiduciary"?

Aliases

Julie Banuelos | Julie Anne Darrah

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THIS IS PLACEHOLDER TEXT - WEALTH ENHANCEMENT ADVISORY SERVICES WILL AMEND THE U4 WITH OUTSIDE BUSINESS ACTIVITIES

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 3, 2022 - September 28, 2023

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

ORCUTT, CA

Past

April 1, 2016 - January 7, 2022

VIVID FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 281392

ORCUTT, CA

Past

May 1, 2015 - April 1, 2016

VIVID FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 174072

ORCUTT, CA

Past

June 28, 2013 - January 4, 2022

MUTUAL SECURITIES, INC.

CRD#: 13092

Orcutt, CA

Past

January 16, 2001 - July 1, 2013

NATIONAL PLANNING CORPORATION

CRD#: 29604

SANTA MARIA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA

Registered Investment Advisory firm - (12/21/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/15/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA

Registered Investment Advisory firm - (12/21/2001 Approved)

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Contact information

Main Address

505 N Highway 169 Suite 900, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

1,230

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEAS ADV PART 2A APPENDIX 1 (10/13/2025)

WEAS ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	186,400
AUM (Assets Under Management)	$ 94,632,028,506

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
03/05/2024	Cover Page	Report
09/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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JULIE DARRAH

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VIVID FINANCIAL MANAGEMENT, INC.

VIVID FINANCIAL MANAGEMENT, INC.

MUTUAL SECURITIES, INC.

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2014

Series 63

Date: 3/10/2001

SIE

Date: 10/1/2018

Series 6

Date: 1/15/2001

Current Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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